Sub-companies in The Layer can be used to manage and account for subsidiaries within your organisation.
Sub-companies can have their own company name, VAT registration number, bank details etc. You can also set unique output templates for each sub-company, with their own content and formatting.
A sub-company can be assigned at sales order level.
Creating and managing sub-companies
Sub-companies are configured from Settings - Sub Companies under the Customisations section.
You can click a sub-company name to edit its properties, or create a new sub-company from the left-side panel button.
Enter a name.
On the next screen, you can set default templates for credit notes, invoices and purchase orders.
Sub-company on sales order
You will be asked to select a sub-company when creating a sales order.
A sub-company can be view on the sales order header tab. Users with the correct role can change this. Please be mindful of any invoices already raised against that order.
Sub-company is reflected in a number of places in The Layer, such as:
Report: All Transactions by Sub Company
This report can be run from the Reports section of The Layer. It lists financial transactions against a specified sub-company.
Customer record - Finance tab
Sales order stacks
Purchase order stacks